Listing in Corona Del Mar, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Corona Del Mar, CA, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Overview

I am a wholesaler for a mutual fund company based in Orange County. I'm looking to join the retail side of the financial services industry. I would like to purchase an existing book of business, roughly 15-40mil and grow the AUM from there. I also would be open to working with an advisor as part of a succession plan as well if they are looking to exit the business in the next 2-4 years. I have the money to finance my dream and now I just need to find the right fit.

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